Perigon Wealth Management’s Beth Bosworth explains why advisors should throw traditional minimums “out the window” to attract next-gen clients.
Listen to the podcast or read the full article at: WealthManagement.com
Perigon Wealth Management Launches Development of Scalable Organic Growth Platform
Perigon Wealth announced it enhanced its management team with the addition of Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development to continue driving organic growth.